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[虚拟币交流]
Tom Lee ：数字资产储备公司现泡沫破裂迹象 币价下跌将有企业撑不下去-转
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以太坊（ETH）“大户型”金库企业 Bitmine 的董事长 汤姆·李（Tom Lee）于 16 日表示，数字资产储备（DAT）泡沫可能已经破裂。 所谓 DAT，是指上市公司将加密货币作为自家财务资产大量持有的一种做法，其特点在于普通投资者可以通过股票市场间接接触数字资产。 上市公司争相模仿Strategy这一模式因 Strategy 在 2020 年开始大量购入比特币（BTC）而走红。在 ETF 获批之前，它被视为通过股票投资进入加密市场的先驱性案例，由于技术门槛低，只需要托管与资金到位即可，但对股价的提振收益巨大，因此一些多年沉寂的上市公司也转型囤币。 由Tom Lee领导的 Bitmine 将这一 DAT 手法应用于以太坊领域：公司从一家中小型比特币挖矿企业，转型为以太坊为核心资产的财务型公司。 目前，Bitmine 持有约 3,032,188 枚 ETH，约占以太坊总供给量的 2.5%，市值超过 150 亿美元。其所持资产规模约 121 亿美元，在行业内确立了“全球最大的以太坊持有公司”的地位。 8 Z! `* y3 C. z/ o# x5 \& S
" [* ? w( I8 t, s/ n泡沫破裂的迹象 QMMM成首个跑路公司Tom Lee称，“把加密货币作为战略性资产进行配置的上市公司泡沫，可能已经破裂”。他给出的依据是，许多 DAT 公司的股价正在低于净资产价值（NAV）交易，也就是公司市值低于其所持加密资产价值。 近期，加密衍生品市场发生了约 190 亿美元规模的清算，创下历史最大单次暴跌纪录；这使得市场更加关注哪些企业无法熬过衰退。 DAT 赛道迅速扩张，新玩家层出不穷，其中包括持有 Worldcoin（WLD） 等山寨币的公司，市场趋于饱和。即便是被看好的以太坊，也面临处理速度下降、高额手续费以及与其他公链的竞争等挑战。 值得一提的是，在美上市港企，股票代码QMMM调宣布要拿出 1 亿美元建立加密资产储备，首批计划买入比特币、以太坊与 Solana，股价在三周内从 12 美元一路炒到 303 美元的高位，涨幅逼近 20 倍。而最绯股价停在 119.40 美元时遭停牌，位于香港的总部亦被发现人去楼安。 0 m4 \6 e- a- u% e2 ?% h% v
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以太坊的前景与 DAT 的分化尽管对 DAT 行业心存担忧，Tom Lee仍强调，以太坊依旧是“华尔街的区块链”。随着金融机构探索稳定币与资产代币化的应用，相关功能多依托以太坊实现。 Bitmine 提供的优势包括质押（Staking）收益以及被纳入主要股票指数的潜力。李先生表示：“我们充当华尔街理解以太坊未来升级的桥梁。” 业内估算，当前持有比特币与以太坊的企业，其总财务资产已超过 1,627 亿美元，这显示出这一“资产负债表实验”的规模之巨大。 Tom Lee对 DAT 行业的整体存续持审慎态度，但他也将 Strategy 与 Bitmine 视为成功范例，并预期未来两年能活下来的将只是少数优质标的。 Strategy 的比特币中心策略与Tom Lee的以太坊中心路径，构成了 DAT 领域内战略分岔的代表。 在承认“比特币作为最大加密资产将胜出且更具持久力”的同时，Tom Lee 仍强调以太坊对机构投资者的价值。
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